Podcasts about on the money podcast

Hosted By: Joe Bert CFP® & Dillon Little CFP® Joe Bert CFP®  and Dillon Little CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  D.Little@FinancialGroup.com   The post Millennials & Gen Z-ers haven't experienced a bear market. What will they do when one hits? appeared first on On The Money Podcast.

Rob and special guest, finance genius and whistleblower, Chris Rowell, investigate the world of credit scores and how individuals can leverage bank systems to secure loans and credit cards at 0% interest. Featuring some mind-blowing financial hacks, the discussion reveals the intricacies of credit scoring, the importance of maintaining an active credit profile, and the strategies for maximising borrowing potential without incurring interest BEST MOMENTS "There is no such thing as a credit score."  "The more you use your credit, the more credit cards you have... the higher your score goes up."  "The financial services industry does is kind of overcomplicate something that's quite simple." Exclusive community & resources:   For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School →⁠ ⁠⁠https://money.school⁠   And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions)  →⁠ ⁠⁠https://robmoore.live/mms⁠ 

Fear of losing money in Stocks? You're not alone - but day-trading isn't the answer. Learn to invest safely in just 5 minutes a day.

Hosted By: Joe Bert CFP® & Dave Balakrishnan CFP® Joe Bert CFP®  and Dave Balakrishnan CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  D.Balakrishnan,@FinancialGroup.com   The post 90 Days to Retirement? 10 things to add to your checklist. appeared first on On The Money Podcast.

Fear of losing money in Stocks? You're not alone - but day-trading isn't the answer. Learn to invest safely in just 5 minutes a day.

Rob gets real and open about the impact of Labour's proposed tax policies on landlords and the housing market in the UK, arguing that their approach, which includes taxing landlords and introducing a national property tax, is detrimental to both property owners and renters, exacerbating the existing housing shortage. As one of the UK's most prominent property developers, he gets candid about the need for government support and incentives for landlords to help lower rents and stimulate housing development, critiquing the government's handling of immigration and social housing, and highlighting the disparity between asylum seekers receiving guaranteed rent and long-standing UK residents having to be placed on waiting lists BEST MOMENTS "Labour are causing the house price crash. Labour hate landlords. They are taxing them to death." "High rents are not caused by landlords being greedy. High rents are caused by the soaring costs of energy and water and the soaring inflation and taxation." "If Labour were smart, they would go, hey, landlords, here's a little bit of tax relief." Exclusive community & resources:   For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school   And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions)  → https://robmoore.live/mms 

Hosted By: Aaron Bert CFP® CPA and Chris Toadvine CFP® Aaron Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Aaron@FinancialGroup.com • Chris@FinancialGroup.com The post Planning Issues to Consider Before Year-End appeared first on On The Money Podcast.

Hosted By: Aaron Bert CFP® CPA and Chris Toadvine CFP® Aaron Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Aaron@FinancialGroup.com • Chris@FinancialGroup.com The post Planning Issues to Consider Before Year-End appeared first on On The Money Podcast.

It's tough to be the best in business while also conducting your personal relationships successfully, and in this episode, Rob looks at the many complexities involved, exploring the unique challenges and dynamics that arise when balancing personal and professional lives. He also addresses the significance of having a strong support system, whether in personal relationships or business partnerships, and the value of contrasting traits that can foster growth and accountability, as well as insights on parenting, the impact of wealth on relationships, and the delicate balance of maintaining professionalism with employees while fostering a caring workplace culture KEY TAKEAWAYS Success in relationships is subjective; staying in an unhappy relationship for years can be considered a failure, regardless of the number of years spent together. Entrepreneurs should seek partners who are grounded and realistic To prevent children from becoming entitled, it's important to challenge them and encourage them to earn their own money Successful business partnerships often involve individuals with complementary skills and a shared vision Employees should be viewed as individuals working for themselves rather than for the employer BEST MOMENTS "It takes a certain type of person to be with an entrepreneur. You've got to love variety."  "If you have a hole in your soul, no human alive can make you happy."  "I think the most destructive force is an entrepreneur married to an entrepreneur."  "No one works for me; everyone works for themselves."  "Wisdom is knowing the difference between what you think you want and what is good for you." EXCLUSIVE COMMUNITY & RESOURCES: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms

Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Charles@FinancialGroup.com •  Joe@FinancialGroup.com   The post Five Foundations For A Strong Financial Future appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP®  and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Wynn@FinancialGroup.com   The post Parents as ATMs: Protecting Your Retirement While Supporting Grown Kids appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post The year is half over – it is time for a financial checkup appeared first on On The Money Podcast.

Hosted By: Nancy Hecht CFP® CPA and Joe Bert CFP® Nancy Hecht CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Nancy@FinancialGroup.com • Joe@FinancialGroup.com The post When the Unexpected Happens: Lessons from a Life Well Lived, Cut Short appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post How your tax strategies may change with the Big Beautiful Bill. appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Joe Bert CFP® Dave Balakrishnan CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Dave@FinancialGroup.com •  Joe@FinancialGroup.com   The post Big Beautiful Bill – What's new and what is now permanent. appeared first on On The Money Podcast.

Hosted By: Nancy Hecht CFP® CPA and Chris Toadvine CFP® Nancy Hecht CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Nancy@FinancialGroup.com • Chris@FinancialGroup.com The post The year is half over – it is time for a financial checkup appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post Will the next 34% move in the market be up or down? appeared first on On The Money Podcast.

Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Rodney@FinancialGroup.com •  Joe@FinancialGroup.com   The post Steering Clear of Online Financial Misinformation – Results of CFP Board Survey appeared first on On The Money Podcast.

Hosted By: Aaron Bert CFP® & Nancy Hecht CFP® Aaron Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Aaron@FinancialGroup.com •  Nancy@FinancialGroup.com   The post FAQs about RMDs appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP®  and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Wynn@FinancialGroup.com   The post The Only Three Things One Can Spend Money On appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Gross Anatomy of the Global Stock and Bond Markets…How Do You Compare? appeared first on On The Money Podcast.

Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Charles@FinancialGroup.com •  Joe@FinancialGroup.com   The post My Kid Just Turned 18 And Is Heading Off To College, What Should I Know As A Parent? appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Nancy@FinancialGroup.com   The post QCDs: The Tax-Smart Way My Clients Are Giving Back appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Aaron@FinancialGroup.com   The post In the Eye of the Storm: Aaron's experience with March's tornado and lessons learned from the aftermath. appeared first on On The Money Podcast.

Hosted By: Harry Stadelmayer CFP® & Joe Bert CFP® Harry Stadelmayer CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Harry@FinancialGroup.com •  Joe@FinancialGroup.com   The post Back to Basics: The power of dollar cost averaging especially in volatile times. appeared first on On The Money Podcast.

Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Charles@FinancialGroup.com •  Joe@FinancialGroup.com   The post Saving for College: What's the best way to plan for this large expense? appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post Should I put off my kitchen renovation if a recession is likely? appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Joe Bert CFP® Dave Balakrishnan CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Dave@FinancialGroup.com •  Joe@FinancialGroup.com   The post Tune out the Noise appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post Will these tariffs ‘Passover'? What will be the impact on my portfolio? appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP®  and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Wynn@FinancialGroup.com   The post How to Build Wealth In Any Economy – Master the Basics of Money Management appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Nancy@FinancialGroup.com The post Do I Need A Trust? appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post What does the current CAPE ratio indicate, and should I be alarmed by current stock market valuations? appeared first on On The Money Podcast.

Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Rodney@FinancialGroup.com •  Joe@FinancialGroup.com   The post What is the Buffett Indicator and What Can it Tell Us About Financial Markets? appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Charitable Gift Planning… The Best Ways to Give Money Away in 2025! appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post 20+ years of data reveal…An investment truth you cannot afford to ignore! appeared first on On The Money Podcast.

Hosted By: Matt Murphy CFP® & Joe Bert CFP® Matt Murphy CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 M.Murphy@FinancialGroup.com •  Joe@FinancialGroup.com The post Unmasking Annuities: when security comes at a cost appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Aaron@FinancialGroup.com   The post Secure Act 2.0 and other changes coming in 2025 appeared first on On The Money Podcast.

Hosted By: Rodney Ownby CFP® & Joe Bert CFP® Rodney Ownby CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Rodney@FinancialGroup.com •  Joe@FinancialGroup.com   The post The Social Security Dilemma – Part 2 appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Nancy@FinancialGroup.com The post Don't Go Into Debt Over The Holidays appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Joe Bert CFP® Gary Abely CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Joe@FinancialGroup.com   The post What do studies show about timing the market and dollar cost averaging? appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Joe Bert CFP® Dave Balakrishnan CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Dave@FinancialGroup.com •  Joe@FinancialGroup.com   The post Staying Safe This Season From Holiday Scams appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Nancy Hecht CFP® Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Nancy@FinancialGroup.com The post Your December Financial To-Do List. 6 items to check before the end of the year. appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Wynn Smith CFP® Joe Bert CFP®  and Wynn Smith CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Wynn@FinancialGroup.com   The post November is Long Term Care Month appeared first on On The Money Podcast.

Hosted By: Charles Curry CFP® & Joe Bert CFP® Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Charles@FinancialGroup.com •  Joe@FinancialGroup.com   The post Don't Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time! appeared first on On The Money Podcast.

Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com •  Aaron@FinancialGroup.com   The post What is the Corporate Transparency Act and Why You Should Care appeared first on On The Money Podcast.

Hosted By: Rodney Ownby CFP® & Aaron Bert CFP® Rodney Ownby CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Rodney@FinancialGroup.com •  Aaron@FinancialGroup.com   The post What Your Taxes Might Look Like in 2025 appeared first on On The Money Podcast.

Hosted By: Harry Stadelmayer CFP® & Joe Bert CFP® Harry Stadelmayer CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Harry@FinancialGroup.com •  Joe@FinancialGroup.com   The post Navigating this election with confidence appeared first on On The Money Podcast.

Hosted By: Gary Abely CFP® & Aaron Bert CFP® Gary Abely CFP®  and Aaron Bert CFP® take your calls and provide expert answers to your questions on AM580 WDBO. Submit your questions to:  1-844-220-0965 Gary@FinancialGroup.com •  Aaron@FinancialGroup.com   The post Living Will – The importance of reviewing your document and clearly communicating your wishes appeared first on On The Money Podcast.

Hosted By: Dave Balakrishnan CFP® & Aaron Bert CFP® Dave Balakrishnan CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Dave@FinancialGroup.com •  Aaron@FinancialGroup.com   The post Planning Ahead: The Evolution of U.S. Retirement and Secure 2.0 appeared first on On The Money Podcast.

Hosted By: Matt Murphy CFP® & Joe Bert CFP® Matt Murphy CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 M.Murphy@FinancialGroup.com •  Joe@FinancialGroup.com The post Doing Well By Doing Good: Savvy Charitable and Gifting Ideas appeared first on On The Money Podcast.